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Stocklake — AI Stock Intelligence

Get Insider Activity

get_insider_activity
Read-onlyIdempotent

Get AI-synthesized insider + institutional activity for a stock. Returns combined signal (POSITIVE/NEGATIVE/NEUTRAL etc.), signal_score (0-100, higher = stronger/more notable — the exact same field, formula, scale and bands as get_signals()'s signal_score, no separate name) with signal_score_band, per-source breakdown, and a human-readable summary. Data covers insider transactions (SEC Form 4/BaFin/AFM/CNMV, with a gap-fill from Yahoo where the regulatory source has nothing) and institutional holdings — insider_buys/insider_sells, transactions (the individual rows behind those counts, newest first, up to 50, each with date/name/role/type/shares/price/value), top_holders (a union of multiple data sources, up to 15, each with name/shares/pct_held/sources/ share_counts_by_source — the last two show which source(s) contributed to a merged row and each one's own reported share count, useful for spotting a false merge: two genuinely different holders should never collide, but if they did, their per-source counts would diverge wildly), holder_count_divergence (null unless every matched holder disagrees by the same systemic multiplier across sources — e.g. an unrecorded reverse split — a signal top_holders.shares may be unreliable for this symbol; distinct from an ordinary two-holder mismatch, which is normal data lag and stays unflagged), inst_ownership (0-100%), and total_holders. Note: summary is a separately-generated narrative on its own refresh cadence and may not always match the live insider_buys/insider_sells/transactions counts — trust the counts/transactions over the prose if they disagree. Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesStock ticker symbol to fetch insider (SEC Form 4) and institutional-holdings activity for.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

TDQS

A4.4/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description goes far beyond the readOnly/idempotent/destructive annotations. It discloses source gap-fill behavior, the merged top_holders semantics and false-merge detection, the special meaning of holder_count_divergence, and that the summary narrative runs on a separate cadence and may disagree with live counts. These are exactly the non-obvious behavioral traits an agent needs.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is dense and long, but nearly every sentence adds unique operational or interpretation detail that justifies its length. It is front-loaded with the core purpose and signal semantics. It could be improved with clearer paragraph or bullet separation, but it is not padded or redundant.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite the presence of an output schema, the description explains the nuanced parts of the response that a schema alone cannot: source merging, the systemic-multiplier condition behind holder_count_divergence, and the trust hierarchy when summary disagrees with counts. It also flags Pro-tier cost. For a single-parameter, read-only data tool, this is complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the single `symbol` parameter is already fully documented by the schema. The description does not add validation, format, or syntax details beyond 'for a stock.' Baseline 3 is appropriate because the schema carries the parameter documentation burden and the description adds no meaningful input semantics.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a specific verb and resource: 'Get AI-synthesized insider + institutional activity for a stock.' It clearly delimits the tool's scope from sibling market-data tools by describing the combined insider/holdings signal and its exact output components. The purpose is unambiguous and distinct even without comparing against sibling names.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives clear context: use this when you need insider transactions, institutional holdings, and a combined signal for a single stock. It also adds operational guidance like 'Pro tier only — AI pipeline cost attached.' It does not explicitly name alternatives or state when not to use it, but the context is strong enough to imply appropriate usage.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4.3/5.0
Disambiguation4/5

Most tools carve out clearly distinct jobs: per-stock quotes, batch quotes, earnings calendars, market pulse, news, signals, screener, watchlist. A few pairs—notably get_stock vs get_stocks and get_market_assessment vs get_market_pulse—are close enough that an agent would need to read descriptions carefully to pick the right one.

Naming Consistency5/5

All tool names follow a uniform get_<snake_case_noun> pattern with no mixed conventions. The singular/plural pair get_stock and get_stocks is a deliberate batch-version distinction rather than an inconsistency, and compounds like earnings_intelligence vs market_assessment remain predictable.

Tool Count4/5

With 17 tools, the server is slightly over the ideal 3-15 range, but the count is well-justified by the breadth of the stock-intelligence domain: per-stock, batch, historical, market-level, earnings, insider, news, signals, screeners, and watchlists all have a dedicated entry point. It is a larger surface area than ideal, but none of the tools feel redundant or purely decorative.

Completeness4/5

The tool surface gives agents full read-oriented workflows: single-stock data, batch lookups, historical prices, indicator history, news, research bundles, insider activity, market health, earnings, signals, movers, sector intelligence, and screening all exist. The main gap is discovery—there is no symbol/name search tool beyond the screener category filters, and historical earnings-surprise data is absent—but agents can work around both via existing tools.

Resources